Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

Click here to download our Newsletter

Click here to access/download the New Client Checklist

See what our clients are saying about our services…

“Year after year Lorie, Gretchen and the team continue to make it easy on us clients to get our taxes done quickly & efficiently. For me as a Realtor/Independent Contractor this is a must!  I especially appreciate the additional Bookkeeping Service they offer. I highly recommend them.”
… Nancy D., Rocklin, CA

“Cannot rate 1000 stars or we would. We highly recommend Lorie. Thoroughly professional and knowledgeable. Seriously saved us thousands of dollars.”
…Jim M., Villa Park, CA

“Great service. Lorie goes all out to be thorough. She looks for all possibilities to save you money without going over the line. I trust her so much so that all my 4 kids are now using her. Highly recommended.”
…Donald D., Laguna Niguel, CA